Evans Wealth Management offers financial planning and investment management services to individuals, families, and related entities. Services include asset management, retirement planning, estate planning, tax planning, cash flow and budget management, risk exposure review, education funding, charitable goals, and business/exit planning for business owners. Evans Wealth Management is compensated solely by client fees and does not receive commissions.
Assets Under Management$110M
Clients97
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for accounts greater than $5,000,000 are provided on request.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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